2023 Form 5500 filing — Valenz 401(K) Retirement Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015164735NAL0016909315001) for Valenz 401(K) Retirement Savings Plan, reported by United Claim Solutions, LLC under EIN 81-5130313 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164735NAL0016909315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Claim Solutions, LLC
- EIN
- 81-5130313
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,126,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,126,013
- Employer contributions
- $637,123
- Participant contributions
- $1,286,510
- Total income / additions
- $3,845,379
- Benefits paid
- $2,028,040
- Administrative expenses
- $54,318
- Total expenses
- $2,087,392
- Net increase / (decrease)
- $1,757,987
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $29,103 | $0 |
| Hauser Retirement Solutions 2 LLC | INVESTMENT ADVISORY | $25,215 | $4 |